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Salesforce QuickBooks Integration
Salesforce QuickBooks Integration with Real-Time Bi-Directional Sync
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- ProductivityIntegrationAccounting
- Requires
- Platform Cloud
- Compatible With
- Experience CloudFinancial Services CloudHealth Cloud
👉"Hassle-Free QuickBooks Integration That Just Works." Cathy Lee, Director, South Arts 👉"Our go to for Salesforce to QuickBooks!" Jocelyn Fennewald, CEO, Lead Tree
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Closed the gap between billing and CRM
Breadwinner solved a real workflow gap for us — Client Relations previously had to ping finance or log into a separate system just to check if an invoice was paid. Now that data lives directly in Salesforce, so reps see payment status alongside the account record itself. The practical upside: overdue invoices get caught before they turn into an awkward client conversation, instead of after. Sync has held up reliably, no mismatched numbers between systems, which matters when it's revenue data. Straightforward to set up, and it removed a manual cross-check step from our team's routine. Useful for any org where finance and CRM data need to actually be in the same place.
Breadwinner is a winner
The Salesforce integration with Breadwinner has been a huge time-saver for multiple departments. Our accounting team can easily monitor payment statuses and have created automated flows in Salesforce with the information as well as our Customer Success team using this valuable information to monitor any risks. I highly recommend this app to anyone using Quickbooks and Salesforce.
A clean, efficient, simple way to integrate
If you're looking for an easy way to integrate Salesforce with QuickBooks then this is the app. Simple to set up. All of your data sync'ed. Straight forward and ready to report on in no time.
Best AppExchange Install Ever
I have never installed an easier package that has worked so seamlessly from the beginning. I was able to be up and running in less than 20 minutes and that included matching on my Accounts. We love having the information in Salesforce and best of all our CFO praises how well it has worked and they were NERVOUS given their other experiences with other integrations with Quickbooks and it messing up data. Not so with Breadwinner. AMAZING and we have loved it.
Great Product and Company!
As both a Breadwinner customer and implementation partner, we’ve had an excellent experience with the platform. Internally, Breadwinner has helped us streamline our own Salesforce and QuickBooks processes, providing reliable visibility between our CRM and accounting data. From an implementation perspective, the product is well-designed, straightforward to deploy, and consistently delivers value for our clients. What truly sets Breadwinner apart is their team. They’re responsive, knowledgeable, and committed to helping customers and partners succeed. We’ve confidently recommended and implemented Breadwinner across multiple organizations and continue to view it as a best-in-class solution for connecting Salesforce and QuickBooks.
The best integration SFDC <-> QuickBooks
As Breadwinner partner, have been part of client Sales Cloud integration with QuickBooks leveraging the amazing Real-Time Bi-Directional Sync of Breadwinner. It was a smooth implementation and having the ability to scale and customize. Recommend it!
Fastest and best way to integrate QBO with Salesforce
As a Salesforce partner we are often get requests to integrate QBO with Salesforce. Breadwinner has, year after year, been the best and quickest way to get opportunity or orders to QBO invoices and then see the invoice (and payment info) back inside of Salesforce. The QBO information displayed on the account record like historical payments, balance outstanding, etc... is just a bonus. In addition to all that, the Breadwinner customer services is outstanding.
Not just a connector - An actual Integration
Breadwinner is truly integrated natively into Salesforce instead of just shipping and syncing data over to QBO like so many other solutions. I now have custom automations and custom financial reporting sliced and diced the way I need it right in Salesforce. No longer do I need to deal with the canned reports of QBO because my financial data is living and breathing with my customer data, projects, opportunities and operations so I can see how it really impacts the motions of my company. Highly recommend this and always recommend it to my customers who want a truly impactful integration.
Our Absolute Go-To QBO Integration
As a partner, Breadwinner for QuickBooks Online is our absolute go-to integration recommendation. The setup process is incredibly straightforward, and the platform delivers on every essential feature our clients ask for. Beyond the reliable tech, their support team is outstanding and quick to jump in whenever we need a hand. Knowing they have our back gives us complete peace of mind when rolling this out to our customer base.
Flawless integration, easy to use, and excellent support!
We always recommend Breadwinner for QuickBooks Online to our clients. It is very easy to connect and simple to use. It ticks all the requirement boxes for a perfect integration. Also, the Breadwinner support team is very helpful and always ready to assist. It gives us full confidence when recommending it to our customers!